Signet Investment Advisory Group offers investment advice and manages portfolios for individuals, corporations, trusts, estates, charitable organizations, and retirement plans. They work with clients to understand their financial situation, risk tolerance, and investment goals to develop a customized investment strategy. Signet provides ongoing management of client assets and encourages regular communication.
Assets Under Management$350M
Clients176
Advisors4
Avg. per Client$2M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Legacy clients may be subject to a different fee schedule. If Signet serves as trustee/co-trustee, fees may be higher, not to exceed 2%. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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